Philip Merlo

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design

About

Philip Merlo is a financial consultant based in Red Bank, New Jersey, affiliated with Oppenheimer. He specializes in holistic financial planning and the design of investment and insurance strategies tailored to each client's unique goals and needs. Philip employs a thorough discovery process to understand clients' specific situations, time horizons, and risk tolerances. His practice primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on asset growth and protection.

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